Hey hey! This month, we’ve seen some interesting moves. Copper is finally recovering after the big shifts caused by Cobre Panama and other supply cuts; it reached an 11-month high. In our view, this is long overdue! The next 2 months should be fun.
But just when we were celebrating a bit, cocoa dropped the mic and left the building.
Meanwhile…
You’ll find these new posts on our blog, focused on mining and energy transition investing:
- What does Freeport McMoran, the largest mining company in the US and billionaire Robert Friedland have in common? Copper for one… so you can read about their copper outlook and forecasts.
- Tips on how to use AI for stock research
- A succinct recap of 2023 and the start of 2024 for commodities.
- Comparison between the critical minerals lists in the US, Canada, Australia and Europe (subscriber-only)
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And that’s it for today.
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*corporates and sophisticated investors
Happy Easter!
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